Industries – Electronics/Precision Instruments: First
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Industries – Electronics/Precision Instruments: First

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Masahiro Nakanomyo

Barclays

"His long-term experience helps me understand the industry's cycle."

Masahiro Nakanomyo of Barclays captures first place for a second straight year — and for the fifth time in seven years. Fiscal 2013 will be a good year for the sector, the 52-year-old asserts, as the weak yen will aid earnings. In addition, the laser printers market is improving, the digital cameras subsector is expected to recover and demand for semiconductor production equipment should pick up in the second quarter, he adds. Current positive recommendations include three Tokyo-based concerns: Canon, on rising demand for cameras and printers; Hitachi High-Technologies Corp., because the analyst anticipates a recovery in momentum for semiconductor production equipment; and Topcon Corp., owing to the medical equipment manufacturer’s strong growth prospects. Nakanomyo “uses data based on field surveys and bottom-up research to make excellent investment recommendations,” applauds one backer. — Carolyn Koo


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